General Information

Name:
Sean Dalton
Fool Since:
April 24 2014
Where I Live:
Arlington, VA

Investing Basics

Investing Experience:
Medium
Risk Tolerance:
Medium
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Medium (4-12 Stocks)
Stocks I Own:
You think I'm going to reveal all my secrets?

Investing Favorites

Stocks:
CSX, CF, MUR, NE, TWO, LZ
Industries:
Industrials, Financial, Energy,
Books:
Young Money -Kevin Roose, Flash Boys- Michael Lewis, Currency Wars - James Rickards, Street Freaks - Jared Dillian, The Buy Side - Turney Duff, Short - Cortright McMeel, Barbarians at the Gate - John Heylar & Bryan Burrough, When Genius Failed - Rodger Lowenstein

Investing Expertise

My Area of Expertise:
Islamic Finance, Portfolio Management, Due diligence
Greatest Investment:
Lubrizol (LZ)
Worst Investment:
BP ( a month before the deepwater horizon spill)
Money I Manage:
Whatever is left over after I pay my student loans

Education And Work Information

School(s) Attended
The College of William and Mary in Virginia

Interests

My Interests:
Rugby and Finance
Favorite Sports or Teams:
Washington Irish Rugby Football Club, Muster Rugby Football Club, Baltimore Ravens, Washington Capitals

An Interview with ssdalton

Last updated: 5/16/2014
The Fool:
How do you define success?
ssdalton:
Success isn't a limit or a number. Instead, I like to think of success as a way of treating other people. Meet with an important person, and you'll walk away feeling like you met an important person. Meet with a successful person, and you'll walk away feel like you're the important person. Does that make sense? No? Well its an awkwardly worded question, cut me some slack.
The Fool:
If you could go back in time and witness one event in history, what would you go back and see?
ssdalton:
See, this question only makes me ask more questions! Can I be injured? What if an event is more than a day long, will I have to find food? If its anywhere that does not speak English, will I be able to speak the language or will I have to play charades with Napoleon? This may take me a while...
The Fool:
What is your most distressing regret?
ssdalton:
Nachos for lunch. Hands down.
[Read the full Interview]

My Story

I was born into the nobility of an African kingdom and was raised as the heir apparent until the unfortunate passing of my father. Due to unrest in the country, I handwrote millions of emails in an attempt to get the precious reserves of our national bank safely into the accounts of people around the world in return for a piece of the millions I offered. Surprisingly, no one emailed back and I had no choice but to invest in the markets.

How I Invest

2-3 year investment horizon, with reevaluation to see if the original investment thesis holds up after 3 years. The biggest thing I look for initially is "Is this company a dynamic company?" While that sounds a lot like I'm looking for cool gadgets or buybacks, it goes a lot further. Is this company doing something where they can find a nitch within the market? Are they using technology in a way their competitors aren't? Does the management team have a solid vision for the future, and what steps are they taking to achieve that goal. While this isn't as numerical as some people would like, long term investments mean that I'm looking for a company that can use what's available to better themselves, both financially and as a total quality concept. Once I can find a reason to get excited about a company, then the rest falls into place.